Dan Ives: The AI Build Out Has 7 Years Left and NVIDIA Is Just Getting Started

WOLF Financial
•April 21st, 2026
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Dan Ives sat down with us live to make the case that NVIDIA is the most mispriced stock in the market right now. With a forward PE now below the S&P 500, the market is pricing NVIDIA like the AI buildout is almost over. Dan says we're only in year three of an 8-10 year build out and investors are leaving massive upside on the table.
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Dan also covers:
- Why NVIDIA is a victim of its own success and what that actually means for the stock
- Why demand is still 10 to 1 and a third rate NVIDIA chip still beats Huawei by a year and a half
- Why China is a complete goose egg in the numbers and what a Trump and Xi deal could unlock
- Why Jensen is playing a completely different game with his equity investment strategy
If you want to understand why the market is getting NVIDIA completely wrong right now, this is the conversation to watch.
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This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

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